MSFP
Mark Sheptoff Financial Planning’s Cardinal Health CAH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$2.26K | – | 436 |
|
|
2024
Q2 | $2.26K | Hold |
23
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $2.57K | Hold |
23
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $2.32K | Hold |
23
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 339 |
|
|
2023
Q2 | $2.18K | Hold |
23
| – | – | ﹤0.01% | 345 |
|
|
2023
Q1 | $1.74K | Hold |
23
| – | – | ﹤0.01% | 348 |
|
|
2022
Q4 | $1.77K | Hold |
23
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 356 |
|
|
2022
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 402 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 431 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$22K | – | 329 |
|
|
2018
Q3 | $22K | Sell |
400
-200
| -33% | -$11K | 0.02% | 227 |
|
|
2018
Q2 | $29K | Sell |
600
-900
| -60% | -$43.5K | 0.02% | 196 |
|
|
2018
Q1 | $94K | Sell |
1,500
-400
| -21% | -$25.1K | 0.07% | 131 |
|
|
2017
Q4 | $116K | Sell |
1,900
-200
| -10% | -$12.2K | 0.08% | 129 |
|
|
2017
Q3 | $141K | Sell |
2,100
-10,550
| -83% | -$708K | 0.09% | 126 |
|
|
2017
Q2 | $986K | Sell |
12,650
-1,201
| -9% | -$93.6K | 0.68% | 42 |
|
|
2017
Q1 | $1.13M | Sell |
13,851
-3,561
| -20% | -$290K | 0.81% | 35 |
|
|
2016
Q4 | $1.25M | Sell |
17,412
-4,630
| -21% | -$333K | 0.93% | 32 |
|
|
2016
Q3 | $1.71M | Sell |
22,042
-2,247
| -9% | -$175K | 1.27% | 24 |
|
|
2016
Q2 | $1.9M | Sell |
24,289
-185
| -0.8% | -$14.4K | 1.42% | 21 |
|
|
2016
Q1 | $2.01M | Sell |
24,474
-496
| -2% | -$40.7K | 1.63% | 19 |
|
|
2015
Q4 | $2.23M | Buy |
24,970
+1,055
| +4% | +$94.2K | 1.81% | 15 |
|
|
2015
Q3 | $1.84M | Buy |
23,915
+3,853
| +19% | +$296K | 1.61% | 18 |
|
|
2015
Q2 | $1.68M | Buy |
20,062
+203
| +1% | +$17K | 1.36% | 21 |
|
|
2015
Q1 | $1.79M | Buy |
19,859
+103
| +0.5% | +$9.3K | 1.5% | 19 |
|
|
2014
Q4 | $1.6M | Buy |
19,756
+904
| +5% | +$73K | 1.41% | 18 |
|
|
2014
Q3 | $1.41M | Buy |
18,852
+1,452
| +8% | +$109K | 1.25% | 21 |
|
|
2014
Q2 | $1.19M | Sell |
17,400
-198
| -1% | -$13.6K | 1.02% | 32 |
|
|
2014
Q1 | $1.23M | Buy |
+17,598
| New | +$1.23M | 1.09% | 30 |
|